"Quite simply, our recommended portfolios aim to beat their peer averages over the long term, without taking on more risk."

With a background in investment products and portfolio construction, portfolio advice is a very important part of our service. The realm of investment is full of hubris, but if you know what to look for and have the right tools, every portfolio and every investment can be appraised and benchmarked. Find out more about our investment philosophy here. Quite simply, our recommended portfolios aim to beat their peer averages over the long term, without taking on more risk. We do this using a transparent combination of strategies that include:

  • ultra-low cost public market exposure, for diversified and efficient outcomes
  • smart active management by tilting portfolio investments away from over-valued areas and towards where future value lies
  • private markets – using specialist managers access to premium investments not available to the public.

We also help our clients build portfolios that reflect not just their financial objectives, but their values and desire to invest in social and environmental change.

Find out more by getting in touch.